Filed April 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BIDDLE CAPITAL MANAGEMENT10+ years Service code 22 · EIN 52-2044910 5807 KENNETT PIKE · WILMINGTON, DE 198071123 | Insurance Broker | $0 |
EISNERAMPER LLP3 years Filed as: EISNERAMPER LLC Service code 99 · EIN 87-1363769 | Other Fees | $0 |
TIAA10+ years Service code 15 · EIN 13-1624203 TEACHERS INSURANCE AND ANNUITY ASSO · NEW YORK, NY 100173206 | Recordkeeping | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,788 | $65,084+117.9% | $67,681+109.5% | $64,340+120.4% |
| Participation rate | 91.6% | 66.7%+24.9pp | 73.7%+17.9pp | 55.2%+36.4pp |
| Annual return | 11.28% | 20.50%-9.2pp | 590.58%-579.3pp | 24.14%-12.9pp |
| Employer contribution / active EE | $5,385 | $2,398+124.5% | $2,678+101.1% | $1,862+189.3% |
| Participant deferral / active EE | $6,886 | $3,210+114.5% | $3,976+73.2% | $2,980+131.0% |
| Admin fee / account holder | $120 | $1,415-91.5% | $6,100-98.0% | $3,703-96.7% |